Tax Manager - PCS

Madison-Davis, LLC; Boca Raton (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Madison-Davis, LLC, a leading public accounting and advisory firm, seeks a Tax Manager for its Private Client Services team serving high-net-worth individuals, family offices, trusts and estates. You will provide tax compliance, planning and advisory services while mentoring junior staff.

The ideal candidate has 5+ years of public accounting tax experience, deep knowledge of fiduciary, gift, estate and partnership taxation, and strong client relationship skills.

Qualifications

• Bachelor's degree in Accounting, Finance, Tax, or related field.
• 5+ years of public accounting tax experience.
• Experience serving high-net-worth individuals, family offices, trusts, and estates.
• CPA preferred.

Responsibilities

• Build and maintain relationships with high-net-worth individuals and family offices.
• Review complex tax returns for individuals, trusts, estates, gifts, partnerships.
• Provide personalized tax planning and advisory services.
• Mentor junior tax professionals and supervise staff.
• Stay current on tax law changes and regulatory developments.
• Ensure compliance with federal, state, and local tax laws.
• Communicate tax concepts clearly to clients.

Skills

Tax planning

Client relations

Mentoring

Regulatory research

Education

Bachelor's degree in Accounting

CPA preferred

Job description

ABOUT THE ROLE

A leading public accounting and advisory firm is seeking a Tax Manager to join its Private Client Services team. This role focuses on serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses by providing tax compliance, planning, and advisory services. The ideal candidate will have experience managing complex individual and fiduciary tax matters, developing tax-efficient strategies, and serving as a trusted advisor to affluent clients while mentoring junior team members.

RESPONSIBILITIES

• Build and maintain strong relationships with high-net-worth individuals, family offices, and related entities
• Review complex tax returns including individual, trust, estate, gift, partnership, and private foundation filings
• Provide personalized tax planning and advisory services tailored to client objectives
• Analyze client financial situations to identify tax-saving opportunities and planning strategies
• Develop and implement tax-efficient solutions related to income, estate, gift, and wealth transfer planning
• Communicate complex tax concepts and recommendations to clients in a clear and practical manner
• Ensure compliance with federal, state, and local tax laws and regulations
• Research tax legislation, regulations, and technical issues impacting clients
• Analyze the tax implications of investments, estate planning, and other financial decisions
• Supervise, mentor, and develop junior tax professionals
• Review staff work to ensure technical accuracy and compliance with professional standards
• Stay current on tax law changes, industry developments, and emerging planning opportunities

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, Tax, or related field
• 5+ years of public accounting tax experience
• Experience serving high-net-worth individuals, family offices, trusts, and estates
• Strong knowledge of individual, fiduciary, gift, estate, and partnership taxation
• Experience reviewing complex tax returns and providing tax planning advice
• Ability to research and interpret complex tax regulations
• Strong client relationship management and communication skills
• Experience supervising, mentoring, and developing staff
• CPA preferred
• Strong analytical, organizational, and problem-solving abilities
• Ability to manage multiple client engagements and deadlines simultaneously

This role can be based in Long Island, NYC, or South Florida.